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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,346 | $98,766-91.5% | $149,730-94.4% | $79,852-89.5% |
| Participation rate | 73.4% | 75.8%-2.4pp | 82.5%-9.1pp | 69.6%+3.8pp |
| Annual return | 171.08% | 27.43%+143.7pp | 276.70%-105.6pp | 31.72%+139.4pp |
| Employer contribution / active EE | $1,328 | $3,217-58.7% | $4,645-71.4% | $2,471-46.3% |
| Participant deferral / active EE | $2,668 | $5,681-53.0% | $6,843-61.0% | $3,740-28.7% |
| Admin fee / account holder | $459 | $6,052-92.4% | $9,310-95.1% | $5,306-91.3% |